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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Vicus Capital
1976
Vicus Capital
Pennsylvania
$1.2B +$130M +12% 8.11% 59.6% 281 21.71% 3.4
Bouchey Financial Group
1977
Bouchey Financial Group
New York
$1.2B +$94M +8% 7.47% 66.7% 152 15.79% 3.9
Hikari Power
1978
Hikari Power
Japan
$1.2B -$60.2M -5% 3.94% 53.5% 63 4.76% 6.6
MIM
1979
Marco Investment Management
Georgia
$1.2B +$121M +11% 13.5% 127% 226 7.96% 7.2
Van Hulzen Asset Management
1980
Van Hulzen Asset Management
California
$1.2B +$103M +9% 9.99% 86.3% 342 14.04% 3.7
Quinn Opportunity Partners
1981
Quinn Opportunity Partners
Virginia
$1.2B -$262M -18% 9.7% 77.6% 447 31.1% 1.1
SPC Financial Inc
1982
SPC Financial Inc
Maryland
$1.19B +$56.7M +5% 7.75% 65.1% 278 11.87% 4.2
Smith, Moore & Co
1983
Smith, Moore & Co
Missouri
$1.19B +$112M +10% 8.22% 67% 530 12.83% 4.4
Bristlecone Advisors
1984
Bristlecone Advisors
Washington
$1.19B -$33.2M -3% 12.5% 103% 385 25.97% 4.1
Keywise Capital Management (HK)
1985
Keywise Capital Management (HK)
Hong Kong
$1.19B +$263M +28% 27.1% 684% 18 22.22% 1.4
Washington Trust Bank
1986
Washington Trust Bank
Washington
$1.19B +$189M +19% 10.7% 80.5% 219 17.35% 6.2
Charter Oak Capital Management
1987
Charter Oak Capital Management
New Hampshire
$1.18B +$94.3M +9% 7.43% 39.2% 203 8.37% 3.3
Regal Partners
1988
Regal Partners
Australia
$1.18B +$207M +21% 14.5% 146% 87 54.02% 0.7
Fusion Family Wealth
1989
Fusion Family Wealth
New York
$1.18B +$95.3M +9% 9.11% 58.2% 47 6.38% 5
Parsifal Capital Management
1990
Parsifal Capital Management
Connecticut
$1.18B +$24M +2% 12.4% 154% 23 43.48% 1.3
Regents of the University of California
1991
Regents of the University of California
California
$1.18B +$712M +152% 1.22% 86.1% 8 37.5% 0.8
Windward Capital Management
1992
Windward Capital Management
California
$1.18B +$19.1M +2% 3.8% 78.5% 71 0% 7.8
Warburg Pincus
1993
Warburg Pincus
New York
$1.18B -$132M -10% 3.97% 3.59% 7 42.86% 2.2
RVW Wealth
1994
RVW Wealth
California
$1.18B +$116M +11% 9.13% 65.8% 173 9.25% 3
LRI Investments
1995
LRI Investments
Florida
$1.18B +$142M +14% 12.3% – 1,312 11.2% 1
Greenvale Capital
1996
Greenvale Capital
United Kingdom
$1.18B +$148M +14% 22.7% 101% 20 40% 1.1
Nicolet Advisory Services
1997
Nicolet Advisory Services
Wisconsin
$1.18B +$167M +17% 8.28% 62.7% 425 14.82% 2.8
Nebula Research & Development
1998
Nebula Research & Development
New York
$1.17B +$92.8M +9% 11.4% – 1,192 43.96% 0.5
PFM Health Sciences
1999
PFM Health Sciences
California
$1.17B -$203M -15% 9.18% 241% 83 53.01% 2
Weatherly Asset Management
2000
Weatherly Asset Management
California
$1.17B +$57.9M +5% 8.14% 116% 185 4.86% 7.6